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Beneficiary's Drawdown
200
views
9
comments
0
points
Most recent by
PeterM
February 26
Technical stuff
Joint or 2x single SRs?
143
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
General
Disclosing Fixed Fees
157
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Technical stuff
LSA / LSDBA transitional rules calculation
491
views
18
comments
0
points
Most recent by
les_cameron
February 22
Technical stuff
Pension Term Assurance (PTA)
138
views
4
comments
0
points
Most recent by
SA96
February 21
Technical stuff
Judicial Pension Scheme (2022) / Adjusted Net Income
147
views
3
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
New LSA and a disqualifying pension credit
144
views
6
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
Tax wrapper comparison tool for trust clients
146
views
0
comments
0
points
Started by
AngelaCam
February 14
Technical stuff
New M&G Technical site
173
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
Lifetime Allowance Charge and MPAA problem
169
views
4
comments
0
points
Most recent by
les_cameron
February 9
Technical stuff
Onshore bond chargeable events and tax return requirements
125
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
New Lifetime Allowance webinar
224
views
3
comments
0
points
Most recent by
Hamblett
February 2
CPD & Exams
Capital gains tax calculator
595
views
5
comments
0
points
Most recent by
nickpick
February 1
Technical stuff
VAT and adviser charging
226
views
6
comments
0
points
Most recent by
benjaminfabi
January 31
Technical stuff
Pre-2006 SSAS Death benefits
107
views
5
comments
0
points
Most recent by
les_cameron
January 31
Technical stuff
Onshore vs Offshore Bonds - Investment Choice
115
views
0
comments
0
points
Started by
HR246
January 29
Technical stuff
Using part of crystallised drawdown pot to buy a fixed term annuity
237
views
5
comments
0
points
Most recent by
Calvert76
January 27
Technical stuff
R05 Question RE IHT
197
views
5
comments
0
points
Most recent by
benjaminfabi
January 27
CPD & Exams
Another LSDBA query (off back of defined benefits paperwork)
121
views
1
comment
0
points
Most recent by
les_cameron
January 22
Technical stuff
Transfer into a SSAS
194
views
5
comments
0
points
Most recent by
amarshall
January 22
Products & providers
Adviser Charges from a pension
155
views
2
comments
0
points
Most recent by
benjaminfabi
January 19
Technical stuff
DB Transfers for people past Normal Retirement Age
133
views
1
comment
0
points
Most recent by
les_cameron
January 16
Technical stuff
Bonds, Lives Assured & Insurable Interest
110
views
1
comment
0
points
Most recent by
les_cameron
January 9
Technical stuff
Freelance and Outsourced Paraplanner
249
views
0
comments
0
points
Started by
assured_paraplanning
January 8
Outsourced & freelance paraplanners
DFMs and VAT
146
views
1
comment
0
points
Most recent by
TomLloyd_Read
January 5
Technical stuff
BTS Study Guide vs CII Textbook
248
views
1
comment
0
points
Most recent by
LuizaBTS
January 3
CPD & Exams
New lifetime allowance technical notes from Prudential / M&G
143
views
0
comments
0
points
Started by
richallum
January 3
Technical stuff
Scheme Specific TFC and the new Lump Sum Allowance
158
views
2
comments
0
points
Most recent by
benjaminfabi
December 2023
Technical stuff
AF Exams 2023 - Simultaneous AF study
610
views
11
comments
0
points
Most recent by
PeterM
December 2023
CPD & Exams
Pension Contributions Over 75
155
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
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